13F 机构持仓

NewEdge Advisors, LLC

NEW ORLEANS LA · SEC CIK 0001633516

2026Q22026Q1 更早 9 个季度 🔒
$276.81亿2026Q1 申报市值
4,126持仓数
17.7%前十大占比 · 第一大 3.1%
304 / 371新建仓 / 清仓
申报市值走势$335.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.1%
NVDA 2.1%
MSFT 2.1%
IVV 2.1%
AMZN 1.6%
JPM 1.5%
GOOGL 1.3%
VOO 1.3%
WMT 1.3%
SPY 1.2%

2026Q1 买入最多 按季末市值估算

AGX 新建仓+$1.51亿
CENCORA INC 新建仓+$5,938.68万
EFG 加仓+$5,875.64万
GOVT 加仓+$5,049.35万
QUANTA SVCS INC 新建仓+$5,047.83万

2026Q1 卖出最多 按季末市值估算

QQQ 减仓-$3.34亿
OEF 减仓-$1.23亿
SFBS 减仓-$5,817.68万
AVGO 减仓-$5,543.48万
IBM 减仓-$4,437.82万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
TROW PRICE T ROWE GROUP INC $277.79万0.01%30,818 -7,581-19.7% -$68.33万 减仓
KHC KRAFT HEINZ CO $278.70万0.01%123,922 -3,293-2.6% -$7.41万 减仓
VCRM VANGUARD MUN BD FDS $278.90万0.01%37,112 16,69181.7% $125.43万 加仓
IDCC INTERDIGITAL INC $279.00万0.01%9,239 3,27454.9% $98.87万 加仓
QDPL PACER FDS TR $280.03万0.01%69,766 -30,927-30.7% -$124.14万 减仓
VG VENTURE GLOBAL INC $280.56万0.01%178,018 82,73986.8% $130.40万 加仓
ESGV VANGUARD WORLD FD $280.61万0.01%24,994 -6,262-20.0% -$70.30万 减仓
AVUS AMERICAN CENTY ETF TR $280.75万0.01%25,252 -45,579-64.3% -$506.75万 减仓
AIG AMERICAN INTL GROUP INC $281.00万0.01%37,342 -21,042-36.0% -$158.34万 减仓
ACGL ARCH CAP GROUP LTD $281.95万0.01%29,373 -4,136-12.3% -$39.70万 减仓
QTUM ETF SER SOLUTIONS $282.25万0.01%26,304 -304-1.1% -$3.26万 减仓
AAAU GOLDMAN SACHS PHYSICAL GOLD $282.72万0.01%61,208 2190.4% $1.01万 加仓
LCTU BLACKROCK ETF TRUST $284.10万0.01%40,507 4,31411.9% $30.26万 加仓
VONE VANGUARD SCOTTSDALE FDS $284.39万0.01%9,637 510.5% $1.51万 加仓
IJS ISHARES TR $285.14万0.01%24,072 -4,242-15.0% -$50.25万 减仓
COMT ISHARES U S ETF TR $285.92万0.01%84,568 14,12020.0% $47.74万 加仓
BKIE BNY MELLON ETF TRUST $286.26万0.01%30,639 15,978109.0% $149.28万 加仓
KMX CARMAX INC $289.26万0.01%69,568 26,88863.0% $111.80万 加仓
TMSL T ROWE PRICE ETF INC $289.45万0.01%78,935 3,4174.5% $12.53万 加仓
GWX SPDR INDEX SHS FDS $290.02万0.01%68,677 -284-0.4% -$1.20万 减仓
DFAU DIMENSIONAL ETF TRUST $292.02万0.01%64,720 -643-1.0% -$2.90万 减仓
LDUR PIMCO ETF TR $293.30万0.01%30,609 3,36712.4% $32.26万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $293.53万0.01%58,718 -1,114-1.9% -$5.57万 减仓
CINF CINCINNATI FINL CORP $293.87万0.01%18,676 4472.5% $7.03万 加仓
NVO NOVO-NORDISK A S $294.87万0.01%80,236 -5,775-6.7% -$21.22万 减仓
SNOW SNOWFLAKE INC $295.02万0.01%19,561 -14,067-41.8% -$212.16万 减仓
VTES VANGUARD WELLINGTON FD $297.28万0.01%29,392 14,38295.8% $145.46万 加仓
DSI ISHARES TR $297.45万0.01%24,544 2,68912.3% $32.59万 加仓
CDNS CADENCE DESIGN SYSTEM INC $297.77万0.01%10,716 -2,018-15.8% -$56.08万 减仓
ZTS ZOETIS INC $298.15万0.01%25,223 4,90424.1% $57.97万 加仓
OUSA ALPS ETF TR $298.88万0.01%53,688 -7,981-12.9% -$44.43万 减仓
— ETFIS SER TR I $299.48万0.01%64,978 -485-0.7% -$2.24万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $300.08万0.01%1,590 1,092219.3% $206.09万 加仓
BIZD VANECK ETF TRUST $301.53万0.01%235,568 77,67449.2% $99.42万 加仓
IGV ISHARES TR $302.64万0.01%37,806 -28,872-43.3% -$231.12万 减仓
EMHC SPDR SERIES TRUST $302.66万0.01%122,040 3,7513.2% $9.30万 加仓
FDD FIRST TR EXCHANGE-TRADED FD $302.89万0.01%170,069 26,71818.6% $47.58万 加仓
— PACER FDS TR $303.75万0.01%160,037 9,1946.1% $17.45万 加仓
RSPT INVESCO EXCHANGE TRADED FD T $305.51万0.01%67,502 3,8166.0% $17.27万 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $306.28万0.01%49,604 8,27520.0% $51.09万 加仓
FMDE FIDELITY COVINGTON TRUST $306.40万0.01%85,205 21,24633.2% $76.40万 加仓
DEHP DIMENSIONAL ETF TRUST $306.52万0.01%90,714 -6,706-6.9% -$22.66万 减仓
USMF WISDOMTREE TR $307.38万0.01%62,248 -8,560-12.1% -$42.27万 减仓
FBP FIRST BANCORP CORPORATION $307.81万0.01%144,107 144,107— $307.81万 新建仓
MTB M & T BK CORP $308.38万0.01%14,918 -479-3.1% -$9.90万 减仓
USXF ISHARES TR $308.39万0.01%55,868 8,83318.8% $48.76万 加仓
IBMS ISHARES TR $310.28万0.01%120,123 -7,142-5.6% -$18.45万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $310.53万0.01%87,620 -4,348-4.7% -$15.41万 减仓
XYLD GLOBAL X FDS $310.56万0.01%79,367 2,7493.6% $10.76万 加仓
ES EVERSOURCE ENERGY $310.77万0.01%44,858 1,8914.4% $13.10万 加仓
JMTG J P MORGAN EXCHANGE TRADED F $310.87万0.01%60,956 -40,160-39.7% -$204.81万 减仓
RKLB ROCKET LAB CORP $311.90万0.01%48,567 1,0762.3% $6.91万 加仓
FLV AMERICAN CENTY ETF TR $312.58万0.01%40,761 -12,639-23.7% -$96.92万 减仓
— AIM ETF PRODUCTS TRUST $312.96万0.01%114,971 4,5824.2% $12.47万 加仓
DFEV DIMENSIONAL ETF TRUST $313.51万0.01%87,621 -5,825-6.2% -$20.84万 减仓
UTWO RBB FD INC $313.94万0.01%65,022 1,2692.0% $6.13万 加仓
TDS TELEPHONE & DATA SYS INC $314.45万0.01%74,691 3530.5% $1.49万 加仓
VSH VISHAY INTERTECHNOLOGY INC $315.74万0.01%175,412 173,88611,394.9% $312.99万 加仓
FSLR FIRST SOLAR INC $315.91万0.01%16,015 1,82712.9% $36.04万 加仓
RODM LATTICE STRATEGIES TR $316.40万0.01%80,263 3430.4% $1.35万 加仓
LAND GLADSTONE LD CORP $318.96万0.01%312,709 -19,562-5.9% -$19.95万 减仓
ISTB ISHARES TR $319.20万0.01%65,868 20,48545.1% $99.27万 加仓
UTG REAVES UTIL INCOME FD $320.72万0.01%81,650 -10,153-11.1% -$39.88万 减仓
HST HOST HOTELS & RESORTS INC $321.30万0.01%167,691 72,04375.3% $138.03万 加仓
NBSD NEUBERGER BERMAN ETF TRUST $322.85万0.01%63,666 11,05021.0% $56.03万 加仓
ALAI THE ALGER ETF TRUST $323.08万0.01%97,786 -26,125-21.1% -$86.32万 减仓
BRO BROWN & BROWN INC $323.11万0.01%49,549 -5,601-10.2% -$36.52万 减仓
PSLV SPROTT ASSET MANAGEMENT LP $323.45万0.01%132,614 9,4717.7% $23.10万 加仓
CARR CARRIER GLOBAL CORPORATION $323.89万0.01%57,520 -12,803-18.2% -$72.09万 减仓
HYMB SPDR SERIES TRUST $325.66万0.01%131,313 -657-0.5% -$1.63万 减仓
IYK ISHARES TR $325.99万0.01%46,550 1,2672.8% $8.87万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $328.10万0.01%151,479 -68,426-31.1% -$148.21万 减仓
YUMC YUM CHINA HLDGS INC $328.12万0.01%67,265 58,582674.7% $285.76万 加仓
COWG PACER FDS TR $329.77万0.01%97,742 -23,057-19.1% -$77.79万 减仓
LQTI FIRST TR EXCHANGE-TRADED FD $332.04万0.01%169,582 116,072216.9% $227.27万 加仓
IHI ISHARES TR $332.44万0.01%62,314 -5,363-7.9% -$28.61万 减仓
FLEX FLEXTRONICS INTL LTD $333.25万0.01%50,909 -5,068-9.1% -$33.18万 减仓
TIPX SPDR SERIES TRUST $334.11万0.01%174,104 2,1831.3% $4.19万 加仓
VKQ INVESCO MUNICIPAL TRUST $334.26万0.01%351,113 125,81455.8% $119.78万 加仓
VFH VANGUARD WORLD FD $335.79万0.01%27,795 -4,302-13.4% -$51.97万 减仓
PAYX PAYCHEX INC $335.87万0.01%36,460 -1,196-3.2% -$11.02万 减仓
HEDG SERIES PORTFOLIOS TR $335.92万0.01%115,913 9,8999.3% $28.69万 加仓
QQQI NEOS ETF TRUST $336.20万0.01%67,659 3880.6% $1.93万 加仓
INCM FRANKLIN TEMPLETON ETF TR $336.50万0.01%117,043 12,79312.3% $36.78万 加仓
UGI UGI CORP NEW $336.62万0.01%92,426 -1,876-2.0% -$6.83万 减仓
DFGP DIMENSIONAL ETF TRUST $337.65万0.01%62,539 -1,420-2.2% -$7.67万 减仓
— VANECK ETF TRUST $337.88万0.01%13,467 -1,155-7.9% -$28.98万 减仓
FTMA PUTNAM FRANKLIN $338.28万0.01%377,334 89,66131.2% $80.38万 加仓
DVYE ISHARES INC $339.10万0.01%98,633 -9,433-8.7% -$32.43万 减仓
CTVA CORTEVA INC $339.64万0.01%40,574 -2,206-5.2% -$18.47万 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $339.94万0.01%87,750 31,59056.2% $122.38万 加仓
SMLF ISHARES TR $340.22万0.01%45,069 19,10973.6% $144.25万 加仓
CNR CORE NATURAL RESOURCES INC $340.61万0.01%32,523 17,203112.3% $180.17万 加仓
WTTR SELECT WATER SOLUTIONS INC $341.39万0.01%223,128 223,026218,652.9% $341.23万 加仓
DOV DOVER CORP $343.22万0.01%16,465 90.1% $1,876 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $343.28万0.01%42,406 -1,325-3.0% -$10.73万 减仓
FXO FIRST TR EXCHANGE-TRADED FD $348.28万0.01%61,984 -267,490-81.2% -$1,503.01万 减仓
AOA ISHARES TR $348.85万0.01%39,422 3,3779.4% $29.88万 加仓
AEM AGNICO EAGLE MINES LTD $348.95万0.01%17,191 -10,280-37.4% -$208.67万 减仓
QQH NORTHERN LTS FD TR III $349.12万0.01%49,995 28,819136.1% $201.24万 加仓